Prelude Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Prelude Capital Management’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,300	Closed	-$205K	–	1553
2024 Q4	$205K	Hold	2,300	–	–	0.01%	983
2024 Q3	$224K	Sell	2,300 -3,500	-60%	-$322K	0.01%	1010
2024 Q2	$486K	Hold	5,800	–	–	0.03%	561
2024 Q1	$502K	Sell	5,800 -6,900	-54%	-$590K	0.03%	631
2023 Q4	$1.12M	Hold	12,700	–	–	0.07%	277
2023 Q3	$961K	Buy	12,700 +5,800	+84%	+$478K	0.06%	309
2023 Q2	$577K	Sell	6,900 -1,500	-18%	-$123K	0.04%	418
2023 Q1	$698K	Sell	8,400 -1,700	-17%	-$146K	0.04%	377
2022 Q4	$833K	Buy	+10,100	New	+$837K	0.04%	421
2022 Q3	–	Sell	-12,800	Closed	-$1.17M	–	1946
2022 Q2	$1.17M	Buy	+12,800	New	+$1.28M	0.03%	474
2017 Q4	–	Sell	-7,500	Closed	-$623K	–	1745
2017 Q3	$623K	Sell	7,500 -500	-6%	-$41.8K	0.06%	326
2017 Q2	$666K	Hold	8,000	–	–	0.06%	280
2017 Q1	$661K	Buy	+8,000	New	+$664K	0.06%	302

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prelude Capital Management's VNQ Position: Q4 2021 in Review

Prelude Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 3,300 shares — an estimated $336K sold.

Prelude Capital Management first reported a position in VNQ in Q2 2020 and held it in 2 quarters. The position peaked at $336K in Q3 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Prelude Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Prelude Capital Management sold 3,300 Vanguard Real Estate ETF shares in Q4 2021, an estimated $336K.
Prelude Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 2 quarters.
Prelude Capital Management's Vanguard Real Estate ETF position peaked at $336K in Q3 2021.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Prelude Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.